AES Corp vs State Street Real Estate Select Sector SPDR ETF — how do they compare? AES Corp trades at $14.7 (market cap $10.49B), while State Street Real Estate Select Sector SPDR ETF trades at $44.55. The key difference: AES Corp pays a 4.79% dividend while State Street Real Estate Select Sector SPDR ETF pays none, and State Street Real Estate Select Sector SPDR ETF is trading nearer its 52-week high, AES Corp nearer its low. Which is the better fit depends on your goals.
| AES | XLRE | |
|---|---|---|
Market Cap | $10.49B | — |
Sector | Utilities | Sector/Thematic |
52-Week High | $17.28 | $46.01 |
52-Week Low | $12.51 | $40.01 |
Enterprise Value | $40.75B | — |
Dividend Yield | 4.79% | — |
Signals from Pluang's Aura AI — not financial advice
AES trades at $14.725, down 0.03% on the day, with a bearish technical signal from moving averages but neutral oscillators. The company shows strong profitability with a 14.34% net income margin and a low P/E of 5.51. Recent news highlights a pending $33.4 billion acquisition by a consortium led by Global Infrastructure Partners and EQT, approved by stockholders in June 2026, alongside a quarterly dividend of $0.17595 per share.
The stock offers a high dividend yield and appears undervalued based on earnings, but faces risks from the acquisition's regulatory scrutiny and a recent earnings miss. Upside is capped near the $15 buyout price if the deal closes, while downside exists if approvals fail. Analyst sentiment is mixed with no sell ratings but a majority on hold.
XLRE (Real Estate Select Sector SPDR ETF) trades at $44.48, up 0.18% with a bearish technical signal. The ETF shows resilience amid inflation pressures, with real estate assets gaining attention as potential safe havens. Recent news highlights REITs staging a comeback in 2026, outperforming broad equities despite interest rate volatility. Technical indicators show mixed signals with RSI at oversold levels but moving averages and ADX suggesting bearish momentum.
The outlook for XLRE remains cautiously optimistic with real estate fundamentals improving despite macro challenges. Key opportunities include diversification benefits and income generation through dividends, while risks center on interest rate sensitivity and inflation persistence. The sector shows signs of recovery with same-store NOI growth holding steady, though valuation metrics remain limited for this ETF structure.
Trailing returns across standard periods
AES is a global power company operating across 14 countries and 4 continents. Its current generation portfolio as of year-end 2021 consists of over 31 gigawatts of generation, with the generation mix composed of renewables (43%), gas (32%), coal (23%), and oil (2%). The company has 3.5 gigawatts of generation under construction. AES has majority ownership and operates six electric utilities distributing power to 2.6 million customers.
Read more on AES →XLRE tracks the Real Estate Select Sector Index, providing exposure to S&P 500 real estate companies. It focuses on equity REITs across residential, industrial, and healthcare sub-sectors, with top holdings like Welltower, Prologis, and American Tower.
Read more on XLRE →